CIM
CCLA Investment Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
199,018
-7,615
| -4% | -$6K | 0.13% | 13 |
|
|
2025
Q1 | $127M | Buy |
206,633
+3,995
| +2% | +$2.45M | 2.24% | 19 |
|
|
2024
Q4 | $127M | Buy |
202,638
+20,884
| +11% | +$13.1M | 2.02% | 20 |
|
|
2024
Q3 | $118M | Hold |
181,754
| – | – | 1.82% | 23 |
|
|
2024
Q2 | $118M | Buy |
181,754
+1,845
| +1% | +$1.2M | 1.82% | 23 |
|
|
2024
Q1 | $117M | Sell |
179,909
-43,422
| -19% | -$28.2M | 1.8% | 23 |
|
|
2023
Q4 | $140M | Sell |
223,331
-43,193
| -16% | -$27.1M | 2.29% | 9 |
|
|
2023
Q3 | $136M | Sell |
266,524
-3,714
| -1% | -$1.9M | 2.54% | 4 |
|
|
2023
Q2 | $124M | Buy |
270,238
+2,773
| +1% | +$1.27M | 2.2% | 11 |
|
|
2023
Q1 | $119M | Buy |
267,465
+20,096
| +8% | +$8.95M | 2.34% | 5 |
|
|
2022
Q4 | $96.3M | Buy |
247,369
+20,665
| +9% | +$8.04M | 2.17% | 11 |
|
|
2022
Q3 | $88M | Buy |
+226,704
| New | +$88M | 2.12% | 13 |
|